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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 8 votes

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  3. well, I have a few documents already created independently in Panda that I want to link now to pipedrive persons

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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  5. split the pricing table cost into 2 document values

    3 votes

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  6. 1 vote

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  7. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    15 votes

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  8. Set multiline text settings for fields in bulk

    5 votes

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  9. Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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  11. 1 vote

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  12. 1 vote

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  13. API Strongly typed language

    1 vote

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  14. 2 votes

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  15. 4 votes

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  16. 3 votes

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  17. The feature request is to create more role variables / fields in "Contacts" since the client needs to pass more data from Hubspot contacts linked to a deal

    3 votes

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  18. ability to see who from team members opened a document

    1 vote

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  19. ability to import files containing 2byte characters without losing the 2byte characters after the upload (now they are placed simply as empty boxes )

    1 vote

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  20. 9 votes

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